CITIC Securities: Domestic Computing Power Demand Accelerates, Focusing on IDC, Connectors, and Switches

CITIC Securities' research report indicates that the demand for domestic computing power is accelerating, and the industry chain is entering a performance realization period. Driven by the capital expenditures of both operators and cloud vendors, the construction pace of domestic intelligent computing centers and supernode clusters is accelerating. The marginal demand for domestic computing power is trending upward, and the performance realization windows for various segments are gradually opening, with a focus on core segments such as IDC, connectors, and switches.

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